KLCIX Mutual Fund
KLCIX Mutual Fund
KLCIX Mutual Fund
Federated Hermes Kaufmann Large Cap Fund Institutional Class
KLCIX Mutual Fund Overview
KLCIX Mutual Fund (Federated Hermes Kaufmann Large Cap Fund Institutional Class) is managed by Federated Hermes with $470.6M in net assets. KLCIX expense ratio is 0.84%, holding 46 positions across sectors including Information Technology, Communication Services, Health Care. Inception date: 2007-12-05.
KLCIX performance shows a YTD return of 10.89%. The 1-year return is 17.74% and the 5-year return is 8.92%. KLCIX dividend yield stands at 26.05%, paid annually.
KLCIX top holdings include Nvidia Corp (11.0%), Microsoft Corp (7.2%), Alphabet Inc,class A (6.4%), Amazon.Com Inc (5.7%), Broadcom Inc (4.5%). Go to all KLCIX holdings, KLCIX sectors, or KLCIX dividends.
KLCIX can be compared against other funds. Use KLCIX overlap to find shared positions, or KLCIX vs another fund for a side-by-side view. KLCIX alternatives are available via the screener, along with tax-loss harvesting opportunities.